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United Airlines

562 hedge funds and large institutions have $22.1B invested in United Airlines in 2016 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 147 increasing their positions, 243 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

43% more capital invested

Capital invested by funds: $15.5B → $22.1B (+$6.61B)

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

4% more funds holding

Funds holding: 538562 (+24)

3.41% more ownership

Funds ownership: 91.94%95.35% (+3.4%)

2% more call options, than puts

Call options by funds: $601M | Put options by funds: $591M

40% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 243

Holders
562
Holders Change
+24
Holders Change %
+4.46%
% of All Funds
14.05%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
103
Increased
147
Reduced
243
Closed
69
Calls
$601M
Puts
$591M
Net Calls
+$10.5M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
551
Washington Trust Bank
Washington
$2K
TFO
552
Tarbox Family Office
California
$2K +$382 +6 +40%
YWP
553
YorkBridge Wealth Partners
New York
$2K +$1.59K +25 New
DPA
554
Delphi Private Advisors
California
$1K -$6.82K -107 -90%
WA
555
WFG Advisors
Texas
$1K
NR
556
Newfound Research
Massachusetts
$1K +$64 +1 +14%
BTIS
557
BB&T Investment Services
North Carolina
$1K +$765 +12 New
IPC
558
Independent Portfolio Consultants
Florida
$1K +$828 +13 New
GWS
559
Glassman Wealth Services
Virginia
$1K +$1.02K +16 New
SLF
560
Sun Life Financial
Ontario, Canada
$156 +$701 +11 New
PK
561
Pflug Koory
Nebraska
$69 +$60.6K +951 New
Arrowstreet Capital
562
Arrowstreet Capital
Massachusetts
-$107M -2,043,882 Closed
TBC
563
Three Bays Capital
Massachusetts
-$69.4M -1,323,500 Closed
Alyeska Investment Group
564
Alyeska Investment Group
Illinois
-$39.2M -747,279 Closed
Capital International Investors
565
Capital International Investors
California
-$29M -553,322 Closed
DCM
566
Discovery Capital Management
Connecticut
-$25.7M -490,000 Closed
Point72 Asset Management
567
Point72 Asset Management
Connecticut
-$23.1M -441,000 Closed
BCC
568
Bain Capital Credit
Massachusetts
-$20.3M -386,100 Closed
TAM
569
Todd Asset Management
Kentucky
-$16.6M -315,816 Closed
MCM
570
Masters Capital Management
Georgia
-$10.5M -200,000 Closed
SM
571
Seminole Management
New York
-$9.58M -182,527 Closed
Two Sigma Investments
572
Two Sigma Investments
New York
-$11.4M -179,607 Closed
MTB
573
Mizuho Trust & Banking
Japan
-$7.86M -149,779 Closed
PC
574
Pomelo Capital
New York
-$8.35M -131,000 Closed
T
575
TOBAM
France
-$5.47M -104,273 Closed

UAL Hedge Fund Activity: Q4 2016 in Review

562 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in United Airlines (UAL) for Q4 2016, worth a combined $22.1B — up 43% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new UAL positions and 69 closed out — a net gain of 34 holders — while 147 added to existing stakes and 243 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.56B. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 562 institutional investors held United Airlines (UAL) as of Q4 2016, up from 538 in Q3 2016.
  • Funds reported $22.1B of United Airlines stock for Q4 2016, up 43% quarter-over-quarter.
  • 103 funds opened new United Airlines positions in Q4 2016 and 69 closed out, a net change of +34 holders.
  • The largest United Airlines buyer in Q4 2016 was Berkshire Hathaway, an estimated $1.56B added.
  • The largest United Airlines seller in Q4 2016 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2016.